Given Syrah's strategic importance to the US, maybe to should consider an emergency grant or temporary waiver of terms.
Given Biden just pardoned his own son, can't see why not. The resource stays in the ground for now and it's not like Balama was operating beyond short burts.
Given Tesla offtakes weren't due to be announced until next year, it's really contracted supply in the near term that is the main concern. Will offtakers be flexible ? Is the company insured for Force Majure (i'd guess yes).
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